Joshua L Jenkins, CFP®, ChFC®, CLU®
Wealth Management Advisor


Jenkins Financial

Staff

Meet the Jenkins Financial Team

We have a diverse team of smart, dedicated and professional individuals. Together, we are committed to providing exceptional customer service to our clients.

 

 
Lindsey R Fessel

Lindsey R Fessel

Director of Operations and Client Service
Office 717-257-4100

Lindsey joined Jenkins Financial in July of 2015, and currently serves as the Director of Operations and Client Service. While much of her time is spent "behind the scenes," she directs the overall flow of business, evaluates the efficiency of business procedures and helps to ensure compliance. She is responsible for researching and implementing new directives for business growth as well as keeping up-to-date on information and technology. She is also responsible for managing the social media presence and visibility of the firm. Lindsey holds her Life, Accident & Health Insurance license.

Lindseyis a graduate of Rowan University, and holds a B. A. of Science in Marketing.

How can Lindsey help you?

  • She manages all new insurance applications and underwriting
  • She assists with questions related to billing, policy loans, beneficiary changes, and other policy management concerns
  • She coordinates the onboarding process for all new clients as well as updates to existing client records
  • She assists in creating your online viewing profile, electing paperless delivery options, and navigating the client website
  • She can help you initiate an insurance claim
 
Ronald Lee Frey Jr

Ronald Lee Frey Jr, CFP®, CLU®, ChFC®, CAP®

Director of Wealth Management Services
Office 717-920-2581

As the Director of Wealth Management Services for Jenkins Financial, Ronnie is responsible for plan analysis, portfolio management, and investment operations. Ronnie got his start at Northwestern Mutual through their prestigious internship program in summer of 2012. Following a great and successful experience in the internship program, he was given the opportunity to join Jenkins Financial after graduating from Messiah College in May 2013, with a Bachelor of Science degree in Business Administration, with a concencration in Finance.

Ronnie earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) certifiction, Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Chartered Advisor in Philanthropy (CAP®) designations. He also holds his Series 7 & 63 registrations.

Ronnie is actively involved at his church, and in Christian Business Men's Fellowship (CBMC). He currently lives in Ephrata with his wife Paige. 

How can Ronnie help you?

  • He develops individualized financial planning
  • He oversees investment account openings and/or consolidation
  • He addresses inquiries, including client account balances and distributions
  • He manages interim planning and cash flow needs
 

Jessica Williams-Patterson

Director of Strategic Development

Jessica joined Jenkins Financial in the spring of 2018 as the Director of Strategic/Business Development. Jessica is responsible for working within the vision of Jenkins Financial to grow the team’s community impact.  She looks for and creates new opportunities to educate clients and help introduce them to Josh to foster long term financial health. Jessica lives in Lancaster with her husband, two kids and two dogs. She enjoys riding bikes with her family and being outdoors.

How can Jessica help you?

  • She can schedule your next call or meeting with Josh
  • She plans client appreciation events and client education seminars
  • She coordinates personal introductions to the firm through personal and professional referrals

 

 

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck